Cnh Industrial N.v. · NYSE:CNH
Cnh Industrial — Investor Day (September 2019)
10 slides from Cnh Industrial's investor day presentation, Sep 3, 2019
Slide 1: Closing Remarks
New York City September 3, 2019 CLOSING Hubertus Mühlhäuser REMARKS Chief Executive Officer CAPITAL MARKETS DAY 2019
Slide 2: Delivering on Our Purpose: Powering Sustainable Transformation
DELIVERING ON OUR PURPOSE POWERING SUSTAINABLE TRANSFORMATION 2
Slide 3: Key Takeaways: Transforming CNH Industrial to Realize Full Potential
KEY TAKEAWAYS TRANSFORMING CNH INDUSTRIAL TO REALIZE FULL-POTENTIAL ROBUST CLEAR RELENTLESS TARGETS PRIORITIES EXECUTION PORTFOLIO TRANSFORMATION ROADMAP 3
Slide 4: Robust Targets: Delivering Superior Stakeholder Value
ROBUST TARGETS DELIVERING SUPERIOR STAKEHOLDER VALUE 2020-2024 2024 ROIC* +600 bps 20% EPS +18% CAGR $2.00 per share TSR Above peer average 4 * Industrial Activities
Slide 5: Clear Priorities: Future Focused Strategic Initiatives
CLEAR PRIORITIES FUTURE FOCUSED STRATEGIC INITIATIVES GROW PERFORM & OPTIMIZE SIMPLIFY Innovate to Deliver step-change Realize most outgrow the operational efficient asset industry performance allocation NET SALES * ADJ. EBIT* ROIC* +5% CAGR to $35.1B +400 BPS to 10% +600 bps to 20% * Industrial Act
Slide 6: Relentless Execution: Linking Strategy to Day to Day Delivery
RELENTLESS EXECUTION LINKING STRATEGY TO DAY TO DAY DELIVERY STRONG CAPSTONE INCENTIVE GOVERNANCE METRIC SCHEME Rigorous program Focus on shareholder Short- & long-term management will set the returns* to prioritize incentives aligned with drumbeat of activities initiatives and guide strategic targe
Slide 7: Portfolio Transformation Roadmap
PORTFOLIO TRANSFORMATION ROADMAP CLEAR PATH TOWARDS DAY 1 SPIN EXTRAORDINARY DAY 1 ANNOUNCEMENT GENERAL MEETING Q4 '19 Q1 '20 Q2 '20 Q3 '20 Q4' 20 2021 LEADERSHIP INVESTOR ANNOUNCEMENT ROADSHOW DELIVER ON STRATEGIC PLAN 7
Slide 8: CNH Industrial Corporate Transformation: Creating Two Global Leaders
CNH INDUSTRIAL CORPORATE TRANSFORMATION CREATING TWO GLOBAL LEADERS IN THEIR INDUSTRIES GLOBAL LEADER IN SUSTAINABLE AGRICULTURE AND CONSTRUCTION Vision: Be the partner of choice to feed and build the world NET SALES: ADJ. EBIT: AG CE SV $15.6B $1.0B GLOBAL LEADER IN SUSTAINABLE TRANSPORTATION AND P
Slide 9: CNH Industrial Investment Thesis
CNH INDUSTRIAL INVESTMENT THESIS INVESTING IN A TRUE TRANSFORMATION TO WIN Positive long-term industry fundamentals WHERE Leader in Turnaround First-mover in Leader in WE STAND global of construction sustainable alternative agriculture transportation propulsion Top-line growth Margin improvement Por
Slide 10: Safe Harbor Statement and Disclosure
SAFE HARBOR STATEMENT AND DISCLOSURE All statements other than statements of historical fact contained in the slides presented today including statements regarding our competitive strengths; business strategy; future financial position or operating results; budgets; projections with respect to reven